Insights

Tips for Giving Great Gifts & Gifting Within Your Plan

The holidays are not only filled with delicious food and parties, but also giving and celebration. Everyone desires to find the perfect gift for friends and family, which can be difficult to do while still achieving your financial goals. Let’s... Read More

December 2, 2022

The Advisor, November 2022

What’s New at GPW To many of us, November is a month to be thankful. We encourage you to take a moment to reflect and ask yourself: What are you thankful for this year? Gentry is grateful to you for... Read More

November 1, 2022

Navigating Markets – Our Portfolio Positioning

In light of last week’s CPI print and the ongoing third quarter earnings season we want to share a market update with historical perspective. We also want to highlight our portfolio positioning and outline the key factors that could drive... Read More

October 18, 2022

The Advisor, October 2022

What’s New at GPW It’s now officially fall, and it seems like our weather may finally be taking the hint. Many of usare prompted to begin thinking of family gatherings, year-end plans, and goals for the coming year when the... Read More

October 4, 2022

Charitable Giving, the Tax-Wise Way

Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some... Read More

September 19, 2022

The Advisor, September 2022

What’s New at GPW Fall not only brings much-needed relief from the heat, but also the start of school, football and Life Insurance Awareness Month. Many people only see life insurance as a means of providing for loved ones after... Read More

September 8, 2022

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No matter who you are, achieving significant wealth naturally comes with elevated risks and financial complexities. Let’s identify and overcome them.

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